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Bullock Wealth Management Group: IWY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bullock Wealth Management Group on IWY, newest first. How the timeline and the estimate are built.

Bullock Wealth Management Group held 193 IWY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 193 shares
    Change vs previous 13F -45 shares

    0.02% of the 13F portfolio, value $56,988.

    13F-HR 0002067581-26-000013 filed by Bullock Wealth Management Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 238 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $68,414.

    13F-HR 0002067581-26-000001 filed by Bullock Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).

  3. period ended2026-03-31
    13F 238 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $59,644.

    13F-HR 0002067581-26-000004 filed by Bullock Wealth Management Group
    Accepted , ingested

  4. period ended2025-12-31
    13F 238 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $65,788.

    13F-HR 0002067581-26-000005 filed by Bullock Wealth Management Group
    Accepted , ingested

  5. period ended2025-09-30
    13F 237 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $65,376.

    13F-HR 0002067581-26-000006 filed by Bullock Wealth Management Group
    Accepted , ingested

  6. period ended2025-06-30
    13F 237 shares
    Change vs previous 13F -432 shares

    0.03% of the 13F portfolio, value $57,907.

    13F-HR 0002067581-26-000007 filed by Bullock Wealth Management Group
    Accepted , ingested

  7. period ended2025-03-31
    13F 669 shares
    Change vs previous 13F -306 shares

    0.08% of the 13F portfolio, value $142,200.

    13F-HR 0002067581-26-000008 filed by Bullock Wealth Management Group
    Accepted , ingested

  8. period ended2024-12-31
    13F 975 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $229,437.

    13F-HR 0002067581-26-000009 filed by Bullock Wealth Management Group
    Accepted , ingested